Estate Proceedings

Please furnish our office with the applicable documentation:

TRANSFER TO AN ESTATE:
BML requires a copy of the Death Certificate , Letters Testamentary or other applicable documentation appointing an estate representative, executor or administrator. Also, include any change in Tax ID number. New Division Orders will be issued to the Estate. Once the probate is closed, BML requires an Order admitting the Will to Probate and a copy of the Will that have been recorded with the county clerk where the property is located.

TRANSFER TO THE BENEFICIARIES WITH A PROBATED WILL:
Copy of the Death Certificate , the Order admitting the Will to Probate and the Will that have been recorded with the county clerk where the property is located.

TRANSFER TO THE BENEFICIARIES WITHOUT A PROBATED WILL:
Copy of the Death Certificate and Affidavit of Heirship** that meets the state requirements. The executed and notarized Affidavit of Heirship must be filed with the county clerk where the property is located.

** The Affidavit of Heirship (Click for the Texas Form) must be executed by two disinterested parties who will not benefit from decedent’s estate. Do not complete this form if the decedent left a will that was probated in court or there was any type of court determination regarding the decedent’s estate.